Specializing in Individual Planning and Company Sponsored Retirement Plans
- 401(k) Plans
- SIMPLE IRAs
- Profit Sharing
Aaron Taylor joined Lang Financial Group, Inc. in 2008 and focuses primarily on Qualified Retirement Plans for companies of 1 to 100. As a Registered Representative with 20 years experience, Aaron has worked in every facet of establishing, transitioning and servicing Qualified Plans.
He has had good success in increasing plan participation and in educating business owners as to their options in establishing and maintaining a retirement plan.
Aaron holds a Series 6 and 63 licensure as well as a Life and Health designation.
- High employee Participation
- Plan Design Analysis
- Investment Analysis and Due Diligence
Aaron is a graduate of Miami University and has been a Cincinnati resident for over 20 years.